LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.3M
3
+$7.94M
4
WEX icon
WEX
WEX
+$7.57M
5
UL icon
Unilever
UL
+$4.79M

Top Sells

1
+$9.16M
2
+$8.67M
3
+$5.25M
4
ATR icon
AptarGroup
ATR
+$4.6M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$3.94M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$68K ﹤0.01%
+3,306
352
$66K ﹤0.01%
2,150
353
$64K ﹤0.01%
2,592
+249
354
$61K ﹤0.01%
3,090
355
$61K ﹤0.01%
1,475
356
$61K ﹤0.01%
3,166
357
$60K ﹤0.01%
1,160
358
$60K ﹤0.01%
1,800
359
$59K ﹤0.01%
375
+225
360
$59K ﹤0.01%
1,665
361
$57K ﹤0.01%
1,000
362
$56K ﹤0.01%
437
363
$54K ﹤0.01%
2,234
364
$53K ﹤0.01%
2,000
365
$53K ﹤0.01%
1,075
366
$53K ﹤0.01%
1,188
367
$51K ﹤0.01%
1,136
368
$50K ﹤0.01%
396
369
$49K ﹤0.01%
975
+60
370
$49K ﹤0.01%
1,020
371
$49K ﹤0.01%
1,852
372
$49K ﹤0.01%
1,800
373
$49K ﹤0.01%
+1,712
374
$49K ﹤0.01%
725
-225
375
$48K ﹤0.01%
1,544
13 14
15
16 17